Customer
Success
Stories
We Work Closely With Our
Customers Every Step Of The Way
It may sound cliche, but at Nest Wealth we measure our success by how we approach
and contribute to the success of our partner firms in each and every customer engagement.
It may sound cliche, but at Nest Wealth we measure our success by how we approach and contribute to the success of our partner firms in each and every customer engagement.
Nest Wealth Pro empowers advisors to efficiently serve a larger client base by facilitating seamless account opening and servicing. It integrates seamlessly with your existing technology, accelerating revenue growth. Designed to easily work with your existing people, processes, products, and platforms to allow firms to transition from analog wealth to digital wealth in a fraction of time for a fraction of the costs.
Scale Your Business
We are not just a solutions provider; we partner with our customers to ensure ongoing success every step of the way.
Nest Wealth
Customer Successes
“I’m very pleased with the transition & transfer of my business to Nest Wealth. Their strong competitive advantages include their ability to seek timely solutions, the high-quality support team ensuring client service issues are sorted out with the custodian, and the excellent, easy-to-use client / advisor interface.
The sign-in as a client feature is first in class compared to the competition. I’m looking forward to having the comfort of a reliable and competent solution for my wealth management business.”
— Ian Thompson | Director Governance & Analytics, Jones DesLauriers
“The decision to move my clients to Nest Wealth took some time. I was concerned about the client disruption and the time they would need to spend on paperwork. Once I made my decision and spoke to the staff at Nest Wealth, I was reassured.
I am fully engaged with Nest Wealth and found that most of my fears were groundless. Most important was how responsive and helpful the staff were to my clients. I did not receive one complaint regarding the handover, which was painless. If you are considering moving your clients to Nest Wealth, I highly recommend you do.”
— Cheryl Bedard | Bedard Associates
“The software handles all the heavy lifting and allows me to spend more time advising my clients.”
— Scott Plaskett | Ironshield Financial Planning
“RazorPlan has helped show retirement & estate planning strategies as well as the need for long-term care, term & permanent insurance to clients that is easy to comprehend.”
— Terry Zavitz | Zavitz Insurance & Wealth
“Clients love the one-page summary that shows them where they currently stand and the four options they are given to work towards their goals.”
— Aurora Tancock | Aurora Tancock Financial Services
“This has increased my productivity by saving me time on the analysis. Also, it’s user-friendly for the client.”
— Tyler Burtch | Freedom 55 Financial
Digitize your Onboarding
for a Fraction of the Cost
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.
Digitize your Onboarding
for a Fraction of the Cost
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.